Purchases and Sales Made in Q2 2022 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES SHORT-TERM NATIONAL MU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.93K- 39.14% |
$923K - $937K
|
13.9K
$1.46M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.17K- 25.15% |
$947K - $962K
|
27.3K
$2.88M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-9.29K- 61.65% |
$960K - $975K
|
5.78K
$610K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.54KClosed |
$986K - $1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-9.63K- 27.56% |
$994K - $1.01M
|
25.3K
$2.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.82K- 10.51% |
$1.01M - $1.03M
|
83.6K
$8.82M
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-9.86K- 10.93% |
$1.02M - $1.03M
|
80.4K
$8.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.95K- 2.6% |
$1.03M - $1.04M
|
373K
$39.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-10.1KClosed |
$1.04M - $1.06M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-11KClosed |
$1.13M - $1.15M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-11KClosed |
$1.14M - $1.15M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 49.26% |
$1.18M - $1.2M
|
11.8K
$1.24M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.8K- 25.6% |
$1.22M - $1.24M
|
34.3K
$3.61M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-12K- 36.76% |
$1.24M - $1.26M
|
20.7K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-12.9K- 18.61% |
$1.33M - $1.36M
|
56.5K
$5.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12.9K- 23.29% |
$1.34M - $1.36M
|
42.6K
$4.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-13.1K- 25.04% |
$1.35M - $1.37M
|
39.2K
$4.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.6K- 69.91% |
$1.4M - $1.42M
|
5.85K
$617K
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-13.7K- 49.7% |
$1.41M - $1.43M
|
13.8K
$1.46M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.7K- 24.57% |
$1.42M - $1.44M
|
42.1K
$4.44M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.9KClosed |
$1.43M - $1.46M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13.9KClosed |
$1.43M - $1.46M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-14.3K- 24.84% |
$1.48M - $1.5M
|
43.2K
$4.56M
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-14.8K- 33.27% |
$1.53M - $1.56M
|
29.8K
$3.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.4K- 30.69% |
$1.59M - $1.61M
|
34.8K
$3.67M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-16.7K- 47.16% |
$1.73M - $1.75M
|
18.7K
$1.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-17.1K- 96.06% |
$1.77M - $1.79M
|
702
$74.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-17.7K- 3.2% |
$1.83M - $1.86M
|
536K
$56.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-18K- 34.12% |
$1.86M - $1.89M
|
34.7K
$3.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.5K- 78.95% |
$1.91M - $1.94M
|
4.92K
$519K
|
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-18.6K- 76.08% |
$1.93M - $1.96M
|
5.86K
$618K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-18.8K- 8.98% |
$1.95M - $1.98M
|
191K
$20.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-19.4K- 30.62% |
$2.01M - $2.04M
|
44K
$4.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-19.8KClosed |
$2.04M - $2.07M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-20.2K- 17.35% |
$2.09M - $2.12M
|
96.2K
$10.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-20.3K- 31.98% |
$2.09M - $2.13M
|
43.1K
$4.55M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-21.2K- 31.07% |
$2.19M - $2.22M
|
47K
$4.96M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-21.4K- 8.31% |
$2.21M - $2.25M
|
237K
$25M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-21.5K- 6.86% |
$2.22M - $2.25M
|
292K
$30.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-23.3KClosed |
$2.41M - $2.45M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-23.6K- 5.92% |
$2.43M - $2.47M
|
374K
$39.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-24.8K- 90.44% |
$2.56M - $2.6M
|
2.63K
$277K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-25.3KClosed |
$2.61M - $2.65M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-27.1K- 34.57% |
$2.8M - $2.84M
|
51.3K
$5.41M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-28.3K- 38.51% |
$2.92M - $2.96M
|
45.1K
$4.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-29.1K- 73.65% |
$3.01M - $3.05M
|
10.4K
$1.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-29.2K- 45.97% |
$3.02M - $3.06M
|
34.3K
$3.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-29.5K- 32.19% |
$3.05M - $3.1M
|
62.2K
$6.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-34.1K- 18.17% |
$3.52M - $3.57M
|
154K
$16.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34.6K- 32.43% |
$3.58M - $3.63M
|
72.1K
$7.61M
|